Ariadne Wealth Management’s Bristol-Myers Squibb BMY Stock Holding History

Ariadne Wealth Management’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$733K	Sell	12,726 -3,631	-22%	-$208K	0.32%	82
2026 Q1	$992K	Buy	16,357 +93	+0.6%	+$5.42K	0.45%	51
2025 Q4	$974K	Buy	16,264 +8,192	+101%	+$394K	0.4%	56
2025 Q3	$393K	Buy	8,072 +1,200	+17%	+$56K	0.18%	122
2025 Q2	$329K	Buy	6,872 +1,858	+37%	+$91.2K	0.16%	139
2025 Q1	$233K	Sell	5,014 -2,258	-31%	-$132K	0.12%	182
2024 Q4	$404K	Buy	7,272 +177	+2%	+$9.89K	0.18%	110
2024 Q3	$388K	Buy	+7,095	New	+$333K	0.21%	96

Other funds holding BMY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ariadne Wealth Management's BMY Position: Q2 2026 in Review

Ariadne Wealth Management reduced its Bristol-Myers Squibb (BMY) stake by 22% in Q2 2026, selling an estimated $208K and leaving 12,726 shares worth $733K. The position accounts for 0.32% of the portfolio, ranked #82.

Ariadne Wealth Management first reported a position in BMY in Q3 2024 and has held it in 8 quarters since. The position peaked at $992K in Q1 2026. 2,521 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

Ariadne Wealth Management held 12,726 shares of Bristol-Myers Squibb worth $733K as of Q2 2026.
Ariadne Wealth Management sold 3,631 Bristol-Myers Squibb shares in Q2 2026, an estimated $208K.
Bristol-Myers Squibb made up 0.32% of Ariadne Wealth Management's portfolio in Q2 2026, its #82 holding.
Ariadne Wealth Management first reported a position in Bristol-Myers Squibb in Q3 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's Bristol-Myers Squibb position peaked at $992K in Q1 2026.
2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.